AG

AIA Group Ltd

Diversified strategyMomentum follower

Total reported value

$6.9B

Reporting period: 2026-03-31 · Number of holdings: 362

AIA Group Ltd disclosed 362 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $6.9B and a quarterly turnover rate of 23.9%.

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Personality snowflake

Concentration
27.31
Portfolio Stability
23.9
Momentum/Contrarian
100
Sector conviction
45.17
Diversification
100
Sizing Uniformity
53.9

Recent moves

  • Add IWM

    +181.5%　$299.3M

  • Trim QQQ

    -14.7%　-$118.0M

  • Trim QLTY

    0.0%　-$31.4M

  • Trim MSFT

    +4.9%　-$39.5M

  • Add DIA

    +3140.2%　$30.0M

  • Trim META

    -3.1%　-$25.8M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

Showing top 325 holdings (of 362 total)

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth22.20%-0.11%+7.39%
2QLTYGmo U.s. Quality ETFETF-Other7.25%-0.68%—
3QQQInvesco Qqq Trust Series 1ETF-Tech6.95%-1.97%-14.65%
4IWMIshares Russell 2000 ETFETF-Small Cap6.72%+4.28%+181.46%
5GOOGLAlphabet Inc-cl AStock-Comm Services2.37%—+8.52%
6MSFTMicrosoft CORPStock-Tech2.34%-0.66%+4.95%
7METAMeta Platforms Inc-class AStock-Comm Services1.97%-0.44%-3.07%
8SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.72%—+0.34%
9AAPLApple INCStock-Tech1.69%—+5.80%
10JNJJohnson & JohnsonStock-Healthcare1.45%+0.31%+11.12%
11NVDANvidia CORPStock-Tech1.37%—+9.38%
12TLTIshares 20+ Year Treasury BdETF-Gov Bonds1.28%—-4.98%
13AMZNAmazon.com INCStock-Consumer Disc1.19%-0.25%-5.48%
14AVGOBroadcom INCStock-Tech1.18%-0.26%-5.64%
15SHYIshares 1-3 Year Treasury BoETF-Gov Bonds1.07%+0.14%+18.51%
16IEFIshares 7-10 Year Treasury BETF-Gov Bonds1.06%+0.15%+21.16%
17JPMJpmorgan Chase & CoStock-Financials0.86%+0.16%+38.41%
18VVisa Inc-class A SharesStock-Financials0.82%-0.28%-10.54%
19TSMTaiwan Semiconductor-sp AdrStock-Tech0.75%—-14.55%
20LLYEli Lilly & CoStock-Healthcare0.74%-0.19%-3.86%
21ABTAbbott LaboratoriesStock-Healthcare0.66%+0.11%+49.83%
22MRKMerck & Co. INC.Stock-Healthcare0.66%—-1.72%
23SESea Ltd-adrStock-Comm Services0.65%-0.38%+0.48%
24TMOThermo Fisher Scientific INCStock-Healthcare0.62%-0.18%-6.23%
25TSLATesla INCStock-Consumer Disc0.58%-0.19%-6.04%
26XOMExxon Mobil CORPStock-Energy0.57%+0.37%+109.02%
27BACBank Of America CORPStock-Financials0.57%—+22.62%
28LRCXLam Research CORPStock-Tech0.56%—-30.54%
29TXNTexas Instruments INCStock-Tech0.54%—-19.10%
30PGProcter & Gamble Co/theStock-Consumer Staples0.52%—+24.35%
31USBUS BancorpStock-Financials0.49%—-8.39%
32MUMicron Technology INCStock-Tech0.47%+0.24%+74.70%
33GEGeneral ElectricStock-Industrials0.46%+0.18%+80.91%
34UNHUnitedhealth Group INCStock-Healthcare0.46%-0.18%-9.92%
35TJXTjx Companies INCStock-Consumer Disc0.45%—+21.34%
36DIASs Spdr Dow Jones Indus AvgETF-Large Cap & Growth0.45%+0.44%+3140.24%
37MAMastercard INC - AStock-Financials0.45%+0.13%+63.99%
38WFCWells Fargo & CoStock-Financials0.45%—+19.14%
39CITHE Cigna GroupStock-Healthcare0.42%—+15.51%
40KOCoca-cola Co/theStock-Consumer Staples0.42%—-7.38%
41RTXRtx CORPStock-Industrials0.42%+0.21%+97.70%
42CVXChevron CORPStock-Energy0.40%+0.14%+16.03%
43CRMSalesforce INCStock-Tech0.39%-0.37%-24.73%
44COSTCostco Wholesale CORPStock-Consumer Staples0.39%—+1.97%
45NFLXNetflix INCStock-Comm Services0.39%+0.14%+56.95%
46KLACKla CORPStock-Tech0.36%—-5.52%
47ISRGIntuitive Surgical INCStock-Healthcare0.35%-0.22%-21.42%
48PFEPfizer INCStock-Healthcare0.34%—+14.68%
49VLOValero Energy CORPStock-Energy0.32%+0.14%+18.55%
50BBAXJpmorgan Betabuilders DeveloETF-Other0.32%—-1.66%
1–50 of 325

Holding changes this quarter

AIA Group Ltd's most significant position changes for 2026-03-31: Sold out: Honeywell International INC (HON); New buy: Hca Healthcare INC (HCA); New buy: Applied Materials INC (AMAT); Sold out: Intl Business Machines CORP (IBM); New buy: Parker Hannifin CORP (PH).

Position changes disclosed by AIA Group Ltd for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1IWMIshares Russell 2000 ETF+4.3%+181.46%Add
2DIASs Spdr Dow Jones Indus Avg+0.4%+3140.24%Add
3XOMExxon Mobil CORP+0.4%+109.02%Add
4JNJJohnson & Johnson+0.3%+11.12%Add
5MUMicron Technology INC+0.2%+74.70%Add
6RTXRtx CORP+0.2%+97.70%Add
7GEGeneral Electric+0.2%+80.91%Add
8JPMJpmorgan Chase & Co+0.2%+38.41%Add
9IEFIshares 7-10 Year Treasury B+0.2%+21.16%Add
10SRESempra+0.2%+96.00%Add
11SHYIshares 1-3 Year Treasury Bo+0.1%+18.51%Add
12CVXChevron CORP+0.1%+16.03%Add
13CDNSCadence Design Sys INC+0.1%+181.54%Add
14NFLXNetflix INC+0.1%+56.95%Add
15VLOValero Energy CORP+0.1%+18.55%Add
16GEVGE Vernova INC+0.1%+2669.63%Add
17MAMastercard INC - A+0.1%+63.99%Add
18LHXL3harris Technologies INC+0.1%+162.76%Add
19ABTAbbott Laboratories+0.1%+49.83%Add
20MSMorgan Stanley+0.1%+77.67%Add
21IVVIshares Core S&p 500 ETF-0.1%+7.39%Add
22INTUIntuit INC-0.1%-54.10%Trim
23CMECme Group INC-0.1%-78.72%Trim
24SHOPShopify INC - Class A-0.1%-16.77%Trim
25MELIMercadolibre INC-0.1%-35.48%Trim
26ICEIntercontinental Exchange In-0.2%-87.10%Trim
27ELVElevance Health INC-0.2%-30.29%Trim
28NOWServicenow INC-0.2%-37.02%Trim
29WMTWalmart INC-0.2%-49.67%Trim
30UNHUnitedhealth Group INC-0.2%-9.92%Trim
31TMOThermo Fisher Scientific INC-0.2%-6.23%Trim
32TSLATesla INC-0.2%-6.04%Trim
33LLYEli Lilly & Co-0.2%-3.86%Trim
34ISRGIntuitive Surgical INC-0.2%-21.42%Trim
35AMZNAmazon.com INC-0.3%-5.48%Trim
36AVGOBroadcom INC-0.3%-5.64%Trim
37VVisa Inc-class A Shares-0.3%-10.54%Trim
38CRMSalesforce INC-0.4%-24.73%Trim
39SESea Ltd-adr-0.4%+0.48%Add
40METAMeta Platforms Inc-class A-0.4%-3.07%Trim
41MSFTMicrosoft CORP-0.7%+4.95%Add
42QLTYGmo U.s. Quality ETF-0.7%—Unchanged
43QQQInvesco Qqq Trust Series 1-2%-14.65%Trim
44HONHoneywell International INC—EXITSold out
45HCAHca Healthcare INC—NEWNew buy
46AMATApplied Materials INC—NEWNew buy
47IBMIntl Business Machines CORP—EXITSold out
48PHParker Hannifin CORP—NEWNew buy
49MRSHMarsh & Mclennan Cos—EXITSold out
50AXPAmerican Express Co—EXITSold out

FAQ

What is AIA Group Ltd and what type of investor is it?
AIA Group Ltd is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $6.9B, spread across 362 disclosed positions.
What are AIA Group Ltd's largest equity positions?
Based on the latest 13F filing, AIA Group Ltd's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $1.5B (22.2%) 2. Gmo U.s. Quality ETF (QLTY) — $498.7M (7.3%) 3. Invesco Qqq Trust Series 1 (QQQ) — $477.8M (7.0%) 4. Ishares Russell 2000 ETF (IWM) — $462.3M (6.7%) 5. Alphabet Inc-cl A (GOOGL) — $163.1M (2.4%)
What changes did AIA Group Ltd make in its most recent portfolio filing?
In the latest reported quarter, AIA Group Ltd made 49 notable position adjustments: 3 new positions were initiated, 23 existing holdings were added to, 19 positions were partially reduced, and 4 were completely exited. The largest of these moves: Sold out: Honeywell International INC (HON); New buy: Hca Healthcare INC (HCA); New buy: Applied Materials INC (AMAT); Sold out: Intl Business Machines CORP (IBM); New buy: Parker Hannifin CORP (PH)
What sectors does AIA Group Ltd focus on?
AIA Group Ltd is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 26.1% • Health Care: 17.0% • Financials: 13.3% • Communication Services: 13.3% • Consumer Discretionary: 8.8% • Industrials: 7.7%

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